Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP4 years Service code 65 · EIN 35-0921680 | Account Maintenance | $28,027 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $15,716 |
GBQ CONSULTING7+ years Filed as: GBQ CONSULTING LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $10,000 |
MILLS, POTOCZAK & COMPANY3 years Filed as: MILLS, POTOCZAK, & CO. Service code 25 27600 CHAGRIN BLVD · CLEVELAND, OH 44122 | Directed Trustee | $9,110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,008 | $78,682-69.5% | $109,188-78.0% | $85,851-72.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.79% | 25.09%-15.3pp | 25.76%-16.0pp | 318.63%-308.8pp |
| Employer contribution / active EE | $3,141 | $2,734+14.9% | $3,723-15.6% | $2,565+22.4% |
| Participant deferral / active EE | $1,367 | $3,468-60.6% | $4,654-70.6% | $3,952-65.4% |
| Admin fee / account holder | $330 | $5,470-94.0% | $6,755-95.1% | $6,261-94.7% |